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Principal Financial Group

874 hedge funds and large institutions have $14.1B invested in Principal Financial Group in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 333 increasing their positions, 255 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$44M
3 +$36.5M
4
LPL Financial
LPL Financial
California
+$34M
5
BlackRock
BlackRock
New York
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
201
FAS Wealth Partners
Kansas
$3.26M
Baird Financial Group
202
Baird Financial Group
Wisconsin
$3.23M
URS
203
Utah Retirement Systems
Utah
$3.22M
FCH
204
Freestone Capital Holdings
Washington
$3.2M
APP
205
Avantax Planning Partners
Iowa
$3.12M
FM
206
Foster & Motley
Ohio
$3.09M
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$3.01M
PFSRSONJ
208
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.01M
EI
209
Ethic Inc
New York
$3M
Connor, Clark & Lunn Investment Management (CC&L)
210
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M
BMSSC
211
B. Metzler seel. Sohn & Co
Germany
$2.91M
CWM
212
Centric Wealth Management
Illinois
$2.87M
NIM
213
NEOS Investment Management
Connecticut
$2.83M
TAF
214
Tredje AP-fonden
Sweden
$2.78M
UIM
215
USS Investment Management
United Kingdom
$2.69M
A
216
AlphaQuest
New York
$2.68M
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$2.64M
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$2.6M
PAG
220
Private Advisor Group
New Jersey
$2.59M
EMPI
221
Elo Mutual Pension Insurance
Finland
$2.59M
NYLIM
222
New York Life Investment Management
New York
$2.58M
NAM
223
Nissay Asset Management
Japan
$2.54M
CWM
224
CIBC World Markets
New York
$2.52M
VA
225
Vident Advisory
Georgia
$2.5M